Heritage Trust’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,250
| Closed | -$81K | – | 300 |
|
|
2018
Q4 | $81K | Hold |
2,250
| – | – | 0.03% | 172 |
|
|
2018
Q3 | $91K | Hold |
2,250
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $80K | Hold |
2,250
| – | – | 0.03% | 171 |
|
|
2018
Q1 | $78K | Hold |
2,250
| – | – | 0.03% | 166 |
|
|
2017
Q4 | $78K | Hold |
2,250
| – | – | 0.03% | 160 |
|
|
2017
Q3 | $77K | Hold |
2,250
| – | – | 0.03% | 164 |
|
|
2017
Q2 | $75K | Sell |
2,250
-500
| -18% | -$16.7K | 0.03% | 156 |
|
|
2017
Q1 | $86K | Buy |
+2,750
| New | +$86K | 0.03% | 155 |
|